This tutorial will walk you through setting up DT Billing on your Joomla website. 

Pre-requisites for using DT Billing (if using Authorize.net payments):

1. You must have a merchant account for processing your own credit card transactions to take direct credit card payments.
2. Your merchant account must include an Authorize.net payment gateway account.

If you do not have a merchant account, let us know and we can help you get one with NO SETUP fees!! 

After installing the component, go to Components -> DT Billing -> Configuration, then follow these instructions:

General Tab

1. Community Builder Integration:  Yes/No.  If you select "Yes", invoices will auto-populate with user data when you are creating the invoices.  When you select "Yes" and Save the configuration, the necessary Community Builder fields will all be created automatically.
2. Auto-Generate Invoice Numbers: Yes/No.  With "Yes", your invoice numbers will be automatically generated giving you a unique number for each invoice.  If you select "No", you can customize your own invoice number for each invoice.
3. Are you using SSL?  Yes/No.  If you select "Yes", type in the EXACT secure domain name that you have a SSL certificate for in the following box. This would not affect PayPal payments. If you select "No", then the next input box has no affect.
4. Max Number of Invoice Items:  Enter the maximum number of items that you will use in an invoice. 
5. Sales Tax:  Enter your sales tax percentage for your state. If you do not need to collect tax, enter 0. Do not include the % symbol.
6. Payment Description:  Enter the description of your online payment. This will be used as the description in both PayPal and Authorize.net.
7. Thank You Message:  Enter the message to display on the screen after a successful online payment has been made.
8. Instructions: Enter a message to display above the payment forms when making their online payment.
9. Your Business Info/Logo:  Use your WYSIWYG editor (or HTML) and customize the top of your invoices. You can insert your business logo, contact info or whatever else you want.
10. Bottom of Invoice:  Use your WYSIWYG editor and customize the bottom of your invoices. 

Pay Options

1. Payment Gateways:  Select each of the payment options you want to offer to your clients.   Use CTRL-Click to select multiple items.
2. Authorize.net Mode:  Live/Test.  Select the mode for your Authorize.net transactions. 
3. Authorize.net API Login ID:  Enter your API Login ID for Authorize.net.  This is NOT your login username for the auth.net website.  The API Login comes from your Security area after logging in at authorize.net.
4. Authorize.net Transaction Key:  Enter your 16-character Transaction Key for Authorize.net.
5. Credit Card Type:  Check the credit card types that you offer for Authorize.net payments.
6. PayPal Mode:  Select Live or Test mode.  Test mode will use the PayPal Sandbox test environment.
7. PayPal ID:  Enter the email address that you receive PayPal payments at.
8. Default Currency:  Select your default currency to be used with PayPal payments. This will affect the currency used at PayPal.com and also will affect the currency symbol used on your site.
9. ECheck Mode:  Select Live or Test mode for ECheck payments through Authorize.net.

Email Setup

1. From Name:  Enter the display name you want used on emails that are sent to your clients from DT Billing.
2. From Email:  Enter the email address to show as the From email for emails sent to your clients from DT Billing.
3. Email Notification To:  Enter the email address of the administrator you wish to receive new online payment notification emails.
4. Thank You Email:  Customize the email message that is sent to clients after they make a successful online payment.
5. Thank You Email Subject:  Enter the subject line of the email that is sent to clients after payment is made.
6. New Invoice Notification Email:  Customize the email message that is sent to a client after a new invoice is created and assigned to them.
7. New Invoice Notification Subject:  Enter the subject line of the email that is sent to the client notifying them of a new invoice.
8. Paid Invoice Notification Email:  Customize the email message that is sent to you notifying you that an invoice payment has been made.
9. Paid Invoice Notification Subject:  Enter the subject line of the email that is sent to you notifying you of a new invoice payment.

Now, you are all setup!  Let's move to creating an invoice.  Go to Components -> DT Billing -> Invoice Manager.

1. You will see a list of invoices with the status of each one.  You can filter them with the filter text box or by invoice status or by client.  You can also click on an invoice number to edit the details.
2. To create a new invoice, click "New" in the upper right corner.
3. Select the client from the dropdown selection box.  This will auto-populate the user info IF you have selected to use Community Builder integration and if you have input the client information into their CB profile.
4. Enter the payment due date.  Below that, enter the number of days AFTER the due date to add a late fee to the invoice.
5. Enter a late fee amount as well as a shipping amount.  The late fee will only be added if the invoice is being paid after the set due date and number of days past that date.
6. Add the item details for the invoice including a name, quantity, price PER ITEM, and item description.
7. Enter the payment terms.  This is displayed towards the bottom of the invoice.
8. Click "Save" in the top right.  The new invoice is now created and an email is automatically sent to the client to inform them.

You can also use the CSV export function to export the basic data of your invoices and their status.  This will not include all of the individual item details from the invoices.

If you run into any problems, please create a support ticket.  Login to your account and you'll see the Support Ticket menu. Thanks!